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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,789 | $118,919-98.5% | $88,538-98.0% | $152,885-98.8% |
| Participation rate | 0.0% | 73.4%-73.4pp | 68.7%-68.7pp | 82.5%-82.5pp |
| Annual return | 2.11% | 47.92%-45.8pp | 43.64%-41.5pp | 345.39%-343.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,598-100.0% |